Microsoft Dynamics CRM 2013 Unleashed

Adding Campaign Activities

Campaign Activities differ from common Activities and are specific to the Campaign. This section shows how to add Campaign Activities to the Campaign and manage them.

1. To add Campaign Activities, navigate to Campaign Activity, and select Add New Campaign Activity from the Navigation menu (Figure 9.10 shows the new Campaign Activity).

FIGURE 9.10 New Campaign, Campaign Activity.

2. Select the Channel or method of marketing specific to this Activity, the Type of Activity, and the Campaign Activity Subject.

a. The Channel directly correlates to the distribution of the Activity, as explained shortly.

b. The owner, by ...